$Taiwan Semiconductor Manufacturing(TSM)$
NVDA $NVIDIA Corp(NVDA)$ will have peaks and valleys. It is the new darling right now, but their projections to continue at their current growth rate is unsustainable. most of their products are bought by a few major players, and soon, they will be realize that the capital expenditure is excessive and will quickly hit a wall.
TSMC is nothing like NVDA. To even compare them shows extremely weird logic.
TSMC makes chips for hundreds if not thousands of companies. NVDA is just one of many of TSMC's customers. NVDA gets pricing advantage and quicker delivery of chips, but they don't get any technological exclusivity.
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